Upload Multiple Files to Client Engagement Letter Field | Feature Requests

Upload Multiple Files to Client Engagement Letter Field

under review

Tyler Otto

I have a couple clients who have Engagement letters with me, and then over time there have been addendums. I would like to be able to upload all of these agreements, rather than just having one file.

January 16, 2022

David Worrell

I agree with this Ben Stein ... this might also be the answer to my recent suggestion to have a place to upload the "PLAYBOOK" --- our XL sheet that contains all the client details. Each client could have a small library of key files: Engagement letters, Pricing agreements, Playbook, Articles of incorporation, EIN letter, etc.

Ben Stein

marked this post as

under review